It would be great if there was an option to create folders in order to better organize meeting notes.
12-02-2023 -
Activity
Newest / Oldest
A
Also will be great, that having option to auto organize folders for defined categories. So that new records titles if match with defined filters shall be moved to relavent directory, rather than having to organize them manually, like gmail email filters
On the "Meetings Notes" tab there should be a feature to create groups or folders to organize conversation based on client, internal group, subject matter/topic etc.
Hi there,
Thanks for the feedback.
What kind of folders do you like to create, and do you need access control for your folders? Have you used tags to organize your meeting notes?
Hey! Thanks for your question. In my workflow I do not need access control for the folders. The tags are good, but having folders/sub-folders brings more structure and visibility
Dear customer, this is Daniel from the product team here. Thanks for the feedback. Could you send me an email to me give me more info? What kind of folders do you like to create, and do you need access control for your folders? Have you used tags to organize your meeting notes? My email: daniel.chen@airgram.io
Activity Newest / Oldest
Also will be great, that having option to auto organize folders for defined categories. So that new records titles if match with defined filters shall be moved to relavent directory, rather than having to organize them manually, like gmail email filters
Would be great to be able to move recordings into folders by category.
Katy - PM
Merged with: Ability to create Folders in Library
On the "Meetings Notes" tab there should be a feature to create groups or folders to organize conversation based on client, internal group, subject matter/topic etc.
Katy - PM
Merged with: Create groups or folders
I also need to be able to create folders in my "meetings notes" list, so I can organize them!
Ex. - I record calls about different accounts/topics, so I need them organized into files so I can quickly access them.
I would love to see folders to help organize meetings
Katy - PM
Merged with: Folders
Daniel - Head of product
Status changed to: Planned
Cindy - PM
Hi there,
Thanks for the feedback.
What kind of folders do you like to create, and do you need access control for your folders? Have you used tags to organize your meeting notes?
Hey! Thanks for your question. In my workflow I do not need access control for the folders. The tags are good, but having folders/sub-folders brings more structure and visibility
Cindy - PM
I see. Will take this into consideration with my team. 😁
Daniel - Head of product
Dear customer, this is Daniel from the product team here. Thanks for the feedback. Could you send me an email to me give me more info? What kind of folders do you like to create, and do you need access control for your folders? Have you used tags to organize your meeting notes? My email: daniel.chen@airgram.io